Tax Planning

BENEFITS OF TAX PLANNING

In terms of wealth management, our primary goal is to help you achieve your retirement or accumulation goals. In so doing, we undertake tax planning. Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any particular situation.

Attention to taxes often influences the timing of investment purchases and sales, and can have a great influence on estate planning. We undertake gift and estate tax planning, life event planning, business tax planning, income tax planning, and investment tax planning. The taxable consequences of any action we take are carefully weighed.

As an Enrolled Agent, Marciel can perform any function of the tax planning process, that are usually performed by an accountant or a CPA. We are a taxation specialist our goal is to focus on your tax planning. Tax planning is a critical component of wealth management, and a good taxation strategy will be well-coordinated with your overall plans for business, investments, risk management, estate, and retirement.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult a tax or legal professional regarding their individual situations. Commonwealth Financial Network® does not provide legal or tax advice.

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, ID, MD, NM, NV, NY, OR, TX, UT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Professionals of Lexington Financial Wealth and Tax Strategies are Registered Representatives and/or Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.